JOSEPH CHARLES MONTZ is an investment adviser representative (IAR) with state registration records since 2004, appearing at 2 firms. Currently registered with MONTZ HARCUS WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MONTZ HARCUS WEALTH MANAGEMENT LLC | 2019-06-03 | present | Yes |
| AMERITAS INVESTMENT COMPANY, LLC | 2004-09-03 | 2019-05-31 | — |